Today we’d like to introduce you to Kim Hall.
Hi Kim, thanks for joining us today. We’d love for you to start by introducing yourself.
After earning my PhD in Applied Economics from Oregon State, I realized life in academia wasn’t for me, but I wasn’t sure where to go next. I’ve always believed that everyone was created for a purpose, and that people are at their best when they pursue that purpose, which in turn makes the world a better place. I felt drawn to helping people in this capacity, but felt paralyzed by indecision and the financial implications of changing my career. Ironic, given that the field of my PhD research was decision-making.
Pulling from that background and experience, I began wondering about becoming a financial planner. I reached out to a local advisor named Kay Dee to grab coffee and before I knew it, I was on the way to becoming one myself.
Kay Dee showed me a different approach to financial advice – one that focuses on helping people find and live their purpose. Rather than selling investment products and insurance policies, Kay Dee was a financial planner who truly just wanted to help people get their finances in order to support the life they wanted to live.
Can you talk to us a bit about the challenges and lessons you’ve learned along the way. Looking back would you say it’s been easy or smooth in retrospect?
Obstacles and challenges are opportunities for us to grow and become better versions of ourselves, both as a business and personally. We have certainly had our fair share of challenges; ranging from Covid, health challenges, and losing key employees. Our approach to all of it is to stay committed to our greater purpose as a team serving our clients, to view obstacles as opportunities, and to focus on what we can control.
We’ve been impressed with Clarity Wealth Development, but for folks who might not be as familiar, what can you share with them about what you do and what sets you apart from others?
Clarity Wealth Development specializes in financial life planning, helping people find and fulfill their purpose. We primarily work with diligent savers who are nearing retirement. We are an independent firm and we pride ourselves on building deep relationships with our clients and making sure they understand their current financial picture and the plan for the future. My proudest moments are when we help clients discover their “why” and build a plan that makes them excited to live it out.
So, before we go, how can our readers or others connect or collaborate with you? How can they support you?
If you are nearing retirement and want help getting your financial plan in order, you can schedule an intro call on our website at www.claritywd.com.
Contact Info:
- Website: https://www.claritywd.com
- Facebook: https://www.facebook.com/claritywealth/
- LinkedIn: https://www.linkedin.com/company/clarity-wealth-development/
